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Demo

Credit Notes Demo

Money flowing back the other way. Each credit note is linked to the invoice it corrects, with the reason documented, so the accounts tell the same story twice.

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Credit Notes
3
JS
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Credit NotesCreate Credit Note
CN # / customer
All
CN Number
Issued
Customer
Linked
Reason
Total
Status
CN-2026-0031
14 Jul 2026
Northside Events
INV-2026-0147
Short hire adjustment
$180.00
Issued
CN-2026-0030
11 Jul 2026
Harbor Construction
INV-2026-0141
Damage waiver refund
$64.50
Applied
CN-2026-0029
08 Jul 2026
M. Rossi Catering
INV-2026-0136
Goodwill
$45.00
Draft

Linked to the invoice

A credit note that isn’t tied to an invoice creates reconciliation issues later. Each credit note here points to the invoice it adjusts.

The reason is part of the record

Short rental adjustment, damage waiver refund, goodwill. Six months later, the why matters as much as the amount.

Draft, issued, applied

A credit note can be drafted before it’s issued, and issued before it’s applied—three distinct statuses, each clearly indicated.

Read the full featureSee the whole demo
Workforce DemoWarehouse DemoWorkshop DemoField Service DemoDocuments & E-Sign DemoOnline Store DemoReporting DemoAI Operations DemoDeveloper Platform DemoHome screen demoQuote Builder DemoExtension Requests DemoInventory Count DemoVehicle List DemoDamage Reports DemoRecurring Charges DemoAdd a Supplier Demo
Credit Notes Demo — Renttix